Client Success Executive

Bangalore (Hybrid)

Start Date

Starts Immediately

CTC (ANNUAL)

₹ 3,00,000 - 4,50,000 ₹ 3,00,000 - 4,50,000 /year

Experience

1 year(s)

1 year(s)

Apply By

30 Oct' 26

Posted 2 weeks ago

Job

35 applicants

About the job

Key Responsibilities:

1. Manage client communication, including updates, follow-ups, and issue resolution.
2. Review portfolio statements and client data to identify discrepancies or errors.
3. Investigate client issues and prepare clear problem reports for resolution.
4. Coordinate with internal teams to resolve client queries and ensure timely follow-ups.
5. Maintain accurate client records and ensure the accuracy of portfolio-related information

Skill(s) required

Attention to Detail Client Relationship Customer Support English Proficiency (Spoken)

Earn certifications in these skills

Who can apply

Only those candidates can apply who:

1. have minimum 1 years of experience

Other requirements

1. 0–2 years of experience in client-facing roles such as customer success, operations, wealth management, fintech support, or a similar field.

2. Clear written English and strong written communication skills.

3. Comfortable working with numbers and reviewing portfolio statements and financial data.

4. Strong attention to detail and commitment to accuracy.

5. Diligent and able to prioritize accuracy over speed.

6. Based in Bangalore or willing to work remotely from anywhere in India

Salary

Probation:

Duration:

Salary during probation:

After probation:

Annual CTC: ₹ 3,00,000 - 4,50,000 /year

Annual CTC breakup:

1. Fixed pay: ₹ 2,50,000 - 4,00,000 /year

2. Variable pay: ₹ 50,000 /year

Perks

Informal dress code

Number of openings

1

About FinvestR Capital

FinvestR is one of the most advanced investments and financial advisory firm. Our advisory model is based on a well researched financial engineering framework and wealth management best practices. We have helped many corporations, startups and individuals to achieve their financial and investment goals.

Activity on Internshala

Hiring since December 2019

11 opportunities posted

5 candidates hired

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